Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Petrangelo has been an active financial professional in the industry since January 17, 1998. Currently, Vincent is registered with Ameriprise Financial Services, LLC, a firm that provides a wide range of financial services. Vincent has a number of certifications including Series 6, 7, 9, 10, 31, 63, and 65. Previously, Vincent was registered with RAYMOND JAMES & ASSOCIATES, INC. and MORGAN STANLEY DW INC. Vincent has been registered with the state of Texas since July 28, 2022 as an Investment Adviser Representative. Vincent also holds securities licenses in several other states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
07/28/2022 - Present
Ameriprise Financial Services, LLC (Springfield MA)
MA
04/21/2006 - 04/24/2018
RAYMOND JAMES & ASSOCIATES, INC. (SPRINGFIELD MA)
NY
07/22/1998 - 04/25/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
12/15/1997 - 06/17/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 09/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/29/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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